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Edge Computing

Edge computing pushes processing out to where data is produced — factories, vehicles, shops, and network nodes — instead of sending everything to a central region. Latency, bandwidth cost, and rules about where data may live are what drive the move.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Vanguard Group Malvern, Pennsylvania	$2.98B	+$122M	4	0.12%	Increased
2	Dodge & Cox San Francisco, California	$2.68B	-$617M	1	2.14%	Reduced
3	BlackRock New York	$2.33B	+$62.4M	5	0.11%	Increased
4	State Street Boston, Massachusetts	$1.45B	-$8.4M	4	0.12%	Reduced
5	Primecap Management Pasadena, California	$1.42B	+$13.2M	1	1.05%	Increased
6	Hotchkis & Wiley Capital Management Los Angeles, California	$911M	+$42.4M	1	3.43%	Increased
7	Fidelity Investments Boston, Massachusetts	$814M	-$104M	3	0.09%	Reduced
8	ClearBridge Investments New York	$636M	-$44.6M	2	0.52%	Reduced
9	Pzena Investment Management New York	$497M	-$22.9M	1	2.5%	Reduced
10	JP Morgan Chase New York	$469M	-$68.4M	4	0.1%	Reduced
11	AQR Capital Management Greenwich, Connecticut	$437M	+$173M	3	0.44%	Increased
12	Northern Trust Chicago, Illinois	$437M	+$26.8M	5	0.11%	Increased
13	First Trust Advisors Wheaton, Illinois	$410M	+$5.13M	3	0.85%	Increased
14	Geode Capital Management Boston, Massachusetts	$410M	+$4.95M	4	0.13%	Increased
15	Fidelity International Hamilton, Bermuda	$363M	-$116M	2	0.55%	Reduced
16	Wellington Management Group Boston, Massachusetts	$352M	+$22M	3	0.08%	Increased
17	Franklin Resources San Mateo, California	$325M	+$946K	2	0.17%	Increased
18	Dimensional Fund Advisors Austin, Texas	$322M	-$3.13M	4	0.13%	Reduced
19	Norges Bank Oslo, Norway	$313M	-$5.67M	2	0.11%	Reduced
20	Goldman Sachs New York	$293M	-$24.7M	5	0.08%	Reduced
21	Bank of America Charlotte, North Carolina	$280M	+$70.3M	4	0.05%	Increased
22	Invesco Atlanta, Georgia	$279M	+$232M	4	0.09%	Increased
23	Bank of New York Mellon New York	$255M	+$129K	3	0.07%	Increased
24	LSV Asset Management Chicago, Illinois	$230M	+$80.4M	1	0.36%	Increased
25	Schroder Investment Management Group London, United Kingdom	$220M	-$10.4M	1	0.38%	Reduced